SRWM

Shira Ridge Wealth Management Portfolio holdings

AUM $219M
1-Year Est. Return 13.29%
This Quarter Est. Return
1 Year Est. Return
+13.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
+$8.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$2.32M
2 +$1.08M
3 +$273K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$209K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$201K

Sector Composition

1 Technology 5.42%
2 Communication Services 2.89%
3 Industrials 1.53%
4 Financials 1.21%
5 Real Estate 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-682
77
-7,185